AmyC
Expert Alumni

Education

The 529 has to be entered before the expenses. If the 529 was used for room and board, tuition, books, etc it does not have to be entered. You may want it in there to help with getting all the expenses and credits straight.

 

Your goal is to allocate enough to room and board that you hopefully have some tuition left over to get the AOTC credit, even if that means a small income from scholarships, not 529, to your son. Please look at another of my answers for help 

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